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IDIV

U.S. Equity Cumulative Dividends Fund - Series 2027
IDIV

Delisted

IDIV was delisted on the 9th of December, 2022.

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5 hedge funds and large institutions have $3.31M invested in U.S. Equity Cumulative Dividends Fund - Series 2027 in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

25% more funds holding

Funds holding: 4 → 5 (+1)

13% more capital invested

Capital invested by funds: $2.92M → $3.31M (+$384K)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCS
Personal CFO Solutions
New Jersey
+$220K
2
HighTower Advisors
HighTower Advisors
Illinois
+$93.8K
3
Osaic Holdings
Osaic Holdings
Arizona
+$782
4
Wells Fargo
Wells Fargo
California
+$11

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3K

IDIV Hedge Fund Activity: Q1 2021 in Review

5 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in U.S. Equity Cumulative Dividends Fund - Series 2027 (IDIV) for Q1 2021, worth a combined $3.31M — up 13% from $2.92M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IDIV positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Personal CFO Solutions, adding an estimated $220K. The largest seller was UBS Group, exiting entirely with an estimated $3K sold.

  • 5 institutional investors held U.S. Equity Cumulative Dividends Fund - Series 2027 (IDIV) as of Q1 2021, up from 4 in Q4 2020.
  • Funds reported $3.31M of U.S. Equity Cumulative Dividends Fund - Series 2027 stock for Q1 2021, up 13% quarter-over-quarter.
  • 2 funds opened new U.S. Equity Cumulative Dividends Fund - Series 2027 positions in Q1 2021 and 1 closed out, a net change of +1 holder.
  • The largest U.S. Equity Cumulative Dividends Fund - Series 2027 buyer in Q1 2021 was Personal CFO Solutions, an estimated $220K added.
  • The largest U.S. Equity Cumulative Dividends Fund - Series 2027 seller in Q1 2021 was UBS Group, an estimated $3K sold.

Based on aggregated 13F filings for Q1 2021.